Jeff Taylor, Cfp®, Ch Fc®
Vice President, Wealth Planner @ Fidelity Investments
About Jeff Taylor, Cfp®, Ch Fc®
Jeff Taylor is a Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2021. He has extensive experience in financial consulting and planning, having held various positions at firms such as Charles Schwab, JP Morgan Chase, and Wachovia Securities.